Broker brief
2171 West 38th Street, Erie, PA 16508 · EIN 25-0637030
Plan year 2022
Groups
5
Lives under management
590
Direct (A)
$1,341
Additional (C)
$0
Over time
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
No change vs 2021Δ Lives
−27 · −4.4% vs 2021Added (0)
None
Dropped (0)
None
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
No similar-placement peers in this year.
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Broker tenure · Comp % outside peer band
Broker tenure
Named parties removed · Coverage removed in the last 2 years · Carriers added · Carriers removed · Comp % outside peer band
Named parties removed · Reported premium moved
Coverage added in the last 2 years · Carriers added · Carriers removed · Broker tenure